Largest Won Opportunity Amount

Problem

How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "Largest Won Opportunity Amount." The Largest Won Opportunity Amount use case calculates the largest amount of a child Closed Won Opportunity for each parent Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Largest_Won_Opportunity_Amount."

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click Deploy next to the Largest Won Opportunity Amount label:

• Click on the Deploy Largest Won Opportunity Amount Field button
  
• The Largest Won Opportunity Amount field will be deployed.
• Please Note: Field Level Security will not be automatically set when creating fields through Rollup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the rollup creation process has concluded.
• Then click on the Deploy and Run Largest Won Opportunity Amount Setting button
  
• Finally, click on the Start Rollup Run button
  

You will also be able to view and edit the deployed rollup via the All Rollups page.

Now Sales team members can see the largest order a Customer has placed.